Bancassurance Sales Officer

Job Description

Undertakes Financial planning interviews using structured presentation processes and fact find materials.
Analyzes, prepares reports and presents findings with recommendations for Sun Life Grepa products.
Completes application forms and attends to underwriting requirements.
Provides after-sales services.
Compiles production and activity reports.
Develops and maintains sound relationships with bank branch personnel.
Generates referrals for the bank from fact finding interviews.
Provides marketing feedback.
Attends all administrative functions.

Job Specification

Candidate must be a Bachelor's/College Degree holder, any field.
At least 1 year of working experience.
Background in Sales, Marketing, Account Management is an advantage.

Job Type: Full-time
Pay: Php21,100.00 - Php35,000.00 per month
Benefits:

Additional leave
Company Christmas gift
Company events
Health insurance
Life insurance
Opportunities for promotion
Paid training
Pay raise
Promotion to permanent employee

Schedule:

8 hour shift
Day shift
Monday to Friday

Supplemental Pay:

13th month salary
Anniversary bonus
Bonus pay
Commission pay
Overtime pay
Performance bonus
Quarterly bonus
Yearly bonus

Application Question(s):

Do you have a copy of your TOR / Diploma?

Education:

Bachelor's (Required)

Experience:

Sales: 1 year (Preferred)

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